OHI-S Smart Investing for Dentists A Practical Guide to Financial Growth

3 lessons + 1 free (3h 9min)
From managing a private practice to working in a busy clinic, this program equips you with the knowledge and tools to build long-term wealth with confidence and clarity.
You will learn how to:
– Develop a wealth-building mindset beyond clinical income
– Understand core investment principles: ROI, risk, and liquidity
– Navigate major asset classes like real estate, equities, bonds, and crypto
– Design a global, diversified investment strategy that aligns with your lifestyle
– Build a simple, automated long-term portfolio using Exchange-Traded Funds (ETFs)
– Apply advanced strategies such as trend-following and core-satellite models
– Effectively manage risk while aiming for sustainable growth.
Ideal for dentists at any stage of their career, this course empowers you to grow and protect your wealth — on your own terms.
The OHI‑S Smart Investing for Dentists: A Practical Guide to Financial Growth course is best for dentists, dental specialists, and practice owners who want structured, CE‑accredited training in personal finance and investment strategies tailored to the dental profession. It emphasizes practical approaches to wealth management, financial planning, and sustainable growth.
Who Should Enroll

General dentists & specialists (prosthodontists, orthodontists, oral surgeons) seeking to build long‑term financial security.
Dental practice owners wanting to optimize practice profitability and invest wisely.
Young dentists & residents starting their careers and looking for guidance on financial planning and debt management.
Mid‑career professionals aiming to diversify investments and prepare for retirement.
Dental professionals in leadership roles balancing clinical work with financial decision‑making.

What You’ll Learn

Financial foundations: budgeting, debt management, and cash flow optimization for dental professionals.
Investment strategies: stocks, bonds, real estate, and diversified portfolios tailored to dentists.
Practice profitability: reinvesting earnings into growth, technology, and staff development.
Retirement planning: evidence‑based approaches for long‑term wealth accumulation.
Risk management: insurance, tax planning, and financial safeguards.
Case‑based lessons: real examples showing how dentists can achieve financial independence.

 
+ Topics:

Lesson 1.Investment Basics: Wealth-Building Mindset for Healthcare Professionals

– The shift of mindset from active income to financial independence
– Identification and avoidance of emotional traps and financial scams
– Understanding of ROI, risk, volatility, and liquidity
– Recognition of the importance of long-term thinking
– Acknowledgment of the limitations of traditional bank savings
– The structure of financial products (wrappers, supports, underlying assets)
– Establishment of a financial safety net prior to investing.
Recommended for: Orthodontists, Prosthodontists, Functional dentists, Pediatric dentists, Endodontists, Restorative dentist, Periodontists, Implantologists, Oral and maxillofacial surgeons, Dental technicians, General dentists.

Lesson 2.Asset Classes and Building a Global Investment Strategy

– Clarification of the distinction between assets and liabilities
– Analysis of real estate in terms of leverage, yield, and taxation
– Understanding of equities including shares, indices, and growth potential
– Examination of bonds with a focus on yield versus risk
– Exploration of commodities as part of a diversified portfolio
– Clarification of the role and risks of crypto-assets
– Initiation of a global investment strategy draft.
Recommended for: Orthodontists, Prosthodontists, Functional dentists, Pediatric dentists, Endodontists, Restorative dentist, Periodontists, Implantologists, Oral and maxillofacial surgeons, Dental technicians, General dentists.

Lesson 3.Portfolio Construction for the Long Term

– Economic cycles and macroeconomic quadrants
– Exploration of the Permanent Portfolio concept by Harry Browne
– Explanation of its suitability for busy professionals
– Introduction to Exchange-Traded Funds (ETFs), including their structure and acquisition methods
– Construction of a simple, long-term investment portfolio
– Emphasis on the importance of automation and investment discipline
– Diversification across geography, sectors, and currencies.
Recommended for: Orthodontists, Prosthodontists, Functional dentists, Pediatric dentists, Endodontists, Restorative dentist, Periodontists, Implantologists, Oral and maxillofacial surgeons, Dental technicians, General dentists.

Lesson 4.Optimized Portfolios and Advanced Strategies

– Mastery of trend-following techniques using moving averages
– The barbell strategy developed by Nassim Taleb
– Exploration of the core-satellite strategy to blend stability and growth
– Balancing of aggressive and conservative asset allocations
– Development of skills to track, adjust, and rebalance portfolios confidently
– Discovery of risk management tools that preserve upside potential
– Construction of a flexible investment strategy aligned with personal goals and market changes.
Recommended for: Orthodontists, Prosthodontists, Functional dentists, Pediatric dentists, Endodontists, Restorative dentist, Periodontists, Implantologists, Oral and maxillofacial surgeons, Dental technicians, General dentists.